Account costs and fees

Working with an Edward Jones financial advisor means you have a partner who deeply understands you and your goals. Understanding the costs and fees associated with the accounts that can support your goals is an integral part of your relationship with us.

Accounts, fees and costs

Working with an Edward Jones financial advisor means you have a partner who deeply understands you and your goals. Understanding your costs and fees is an integral part of that partnership.

We’ve designed our account options so you can choose the approach that works for you. With all our options, your financial advisor helps you by:

Building customized financial strategies that work for your goals and comfort with risk
Providing the knowledge and guidance you need to feel confident, informed and in control of your future
Staying connected throughout your journey to help keep you on track.

There are many benefits to working with a financial advisor, so before you make any decisions about your path forward, we want to understand what’s important to you. Contact an Edward Jones financial advisor for a no-cost, no-obligation consultation today.

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Important information:

Many of the investments available through Edward Jones are offered by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other important information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.

Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a wrap-fee program that provides investment advisory services for an asset-based fee. Depending on a client’s minimum investment, a client can select Fund models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA models, which also include separately managed accounts (SMAs). Please review the applicable Edward Jones Advisory Solutions Brochure for more information.

Edward Jones Guided Solutions® is a client-directed wrap-fee program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex account, which also permits investment in eligible stocks and, for accounts of $50,000 or more, individual bonds and CDs. Within the Guided Solutions Fund account, accounts can be established with an initial investment amount of less than $5,000 and are not subject to an account minimum. Until these accounts reach $5,000, they are limited in the number and types of investments that may be purchased or held. Please review the applicable Edward Jones Guided Solutions Brochure for more information.

The Edward Jones Select account is a transactional (brokerage) account. You pay a commission when you buy and sell certain investments. Some investments, such as mutual funds, may also have internal expenses in addition to a sales charge. There is no minimum investment for a Select Account; however, some investments in Select accounts require minimum purchase amounts. In an Edward Jones Select account, you can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and annuities.

Certain brokerage accounts may not be part of the Select account program. These accounts include some non-ERISA retirement plans, ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Please contact your ﬁnancial advisor for additional information. Purchases of annuities in a Select account may require at least a $10,000 minimum.